Garden State Investment Advisory Services’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Buy	16,506 +4,300	+35%	+$90.6K	0.06%	247
2025 Q4	$320K	Sell	12,206 -400	-3%	-$11.1K	0.08%	217
2025 Q3	$333K	Sell	12,606 -1,869	-13%	-$44.4K	0.08%	211
2025 Q2	$264K	Sell	14,475 -680	-4%	-$8.97K	0.07%	240
2025 Q1	$176K	Buy	15,155 +1,330	+10%	+$19.2K	0.06%	243
2024 Q4	$213K	Sell	13,825 -1,675	-11%	-$21.8K	0.07%	228
2024 Q3	$122K	Sell	15,500 -500	-3%	-$3.63K	0.04%	224
2024 Q2	$106K	Buy	16,000 +50	+0.3%	+$353	0.04%	223
2024 Q1	$115K	Buy	15,950 +827	+5%	+$6.57K	0.04%	210
2023 Q4	$150K	Sell	15,123 -1,475	-9%	-$11.7K	0.06%	207
2023 Q3	$133K	Buy	16,598 +75	+0.5%	+$660	0.06%	187
2023 Q2	$138K	Sell	16,523 -22,350	-57%	-$146K	0.06%	206
2023 Q1	$236K	Sell	38,873 -6,143	-14%	-$37.3K	0.12%	163
2022 Q4	$208K	Buy	+45,016	New	+$223K	0.12%	165